How to order stock with purchase orders.
Purchase orders track what you ordered from a supplier, what has arrived, and what it cost.
- Who it is for
- Owners and managers
- Plan
- Advance and Team
Add a supplier and raise an order
- Open Suppliers under Inventory and press New supplier. Fill in the Name, Contact name, Email and Phone, then press Save supplier.
- Open Purchase orders and press New purchase order.
- Pick the Supplier, the Location that receives the stock, and the Expected at date.
- Press Add line, search for each variant, and set the Qty and Unit cost.
- Press Save as draft.
- When you send the order to the supplier, open it and press Mark as ordered.
Receive the delivery
- Open the purchase order.
- Type what arrived in Receive qty for each line. Part deliveries are fine; the rest stays under Remaining.
- Press Receive. The stock is added at the order's location.
Record the cost as an expense
Press Record as expense to book the received cost as a supplies expense linked to the order, so it shows in your expense and profit reports.
What your customers see
- Nothing changes for customers. Staff see the order status and received stock.
Common problems
- Add line is greyed out.
- You have no product variants yet. Add products with variants first.
- I do not see Suppliers or Purchase orders.
- They need Inventory & supply chain on in Settings > Features, and a plan that includes purchase orders.
Related guides
More in Products and inventory, or start with the getting started guide. Still stuck? Contact us.